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Aurubis (OTCPK:AIAG.F) 2025 Earnings Call Presentation
2025-10-08 11:30
Market Trends and Demand - Metals are essential for technology, defense, and the green transition, with megatrends driving long-term demand [6, 12] - By 2035, there will be over 200,000 new wind turbines, over 1,000 new hyper data centers, and over 50 million new electric vehicles, significantly increasing metals demand [14] - Global demand for Tellurium is expected to increase by 82% from 2025 to 2035 [16] - Global demand for Tin is expected to increase by 40% from 2025 to 2035 [16] - Global demand for Gold is expected to increase by 22% from 2025 to 2035 [16] Aurubis' Strategy and Competitive Advantages - Aurubis' unique smelter network enables multimetal excellence, processing 20 metals and elements [25, 27] - Aurubis maximizes recycling rate, achieving approximately 44% recycling content in copper cathode on average [30] - Aurubis is committed to strengthening its position as a leading copper and multimetal producer [46] - Aurubis is streamlining its existing strategy portfolio, focusing on its core business of multimetal and reducing capex intensity [79] Financial Performance and Outlook - Strategic projects are expected to contribute €260 million per year in EBITDA [79] - Aurubis expects operating EBITDA between €580-680 million for FY 2025/26 [180] - Aurubis aims to reduce net working capital by approximately €500 million in the mid-term [183]
MUX Advances Los Azules Project With RIGI Approval & IFC Partnership
ZACKS· 2025-09-29 16:46
Key Takeaways MUX gained the RIGI approval for Los Azules, affirming its technical strength and sustainability focus.A new IFC partnership aligns the project with global standards and financing opportunities.Los Azules targets carbon neutrality by 2038 and $30B in export revenues for Argentina.McEwen Inc. (MUX) announced that its subsidiary McEwen Copper's fully owned Los Azules copper project has been included in Argentina’s Large Investment Incentive Regime (“RIGI”). This move validates the project’s tech ...